Perfona

What is Perfona?

Perfona by OpEff Technologies is a comprehensive, cloud-based portfolio management system that provides integrated functionality to manage all facets of an investment management firm's operations. The solution encompasses front, middle, and back-office capabilities, catering to investor relations and treasury management needs. At the core, Perfona delivers robust portfolio accounting, tracking the performance of individual securities within clients' investment portfolios, alongside investor management and order management modules. The system further includes a data warehouse, reconciliation tools, custom reporting, and workflow automation features. Perfona also offers shadow accounting capabilities and integrates with third-party accounting systems, enabling seamless deployment alongside existing infrastructures

Highlights

• Integrated portfolio accounting and performance tracking
• Investor management and order management modules
• Data warehouse and reconciliation capabilities
• Custom reporting and workflow automation features
• Shadow accounting and third-party integration options